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Sequoia Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sequoia Financial Advisors, LLC
报告期 2026-03-31 · CIK 0001599900
持仓数
1,921
前50大市值合计
$11.29B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q1
21Q4
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 17
增持 82
减持 44
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SJM
SMUCKER J M CO
-$352.0M
61,009
-97%
减持
TFI
SPDR SER TR
-$65.9M
30,097
-98%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$43.9M
1,033,296
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MUB
ISHARES TR
+$40.6M
1,129,498
+47%
增持
VTI
VANGUARD INDEX FDS
+$39.3M
2,255,557
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$32.6M
1,102,852
+135%
增持
AAPL
APPLE INC
+$28.8M
746,974
+3%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$26.1M
2,938,291
+2%
增持
IXUS
ISHARES TR
+$23.7M
4,080,175
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$14.3M
3,092,291
+12%
增持
DFEM
DIMENSIONAL ETF TRUST
+$12.6M
540,911
+5893%
增持
FNDF
SCHWAB STRATEGIC TR
+$12.4M
3,811,771
+4%
增持
MSFT
MICROSOFT CORP
+$11.7M
228,774
+1%
增持
AGG
ISHARES TR
+$11.1M
1,821,949
+4%
增持
AMZN
AMAZON COM INC
+$10.5M
372,103
+12%
增持
CTRA
COTERRA ENERGY INC
+$10.5M
634,089
+205%
增持
BAX
BAXTER INTL INC
+$9.8M
253,082
+2764%
减持
OMC
OMNICOM GROUP INC
-$9.8M
6,814
-95%
增持
DUHP
DIMENSIONAL ETF TRUST
+$9.4M
407,938
+1003%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.7M
6,352
-72%
减持
CVX
CHEVRON CORP NEW
-$8.7M
47,483
-48%
建仓
EMN
EASTMAN CHEM CO
+$8.6M
102,424
减持
DFAE
DIMENSIONAL ETF TRUST
-$8.2M
275,875
-58%
增持
DFAT
DIMENSIONAL ETF TRUST
+$7.6M
681,148
+32%
增持
C
CITIGROUP INC
+$7.4M
176,479
+810%
减持
CLX
CLOROX CO DEL
-$7.3M
7,915
-87%
减持
MINT
PIMCO ETF TR
-$7.3M
71,841
-51%
清仓
CMA
COMERICA INC
-$7.3M
0
-100%
增持
—
APTIV PLC
+$7.1M
66,966
+1250%
减持
MRK
MERCK & CO INC
-$6.9M
118,180
-33%
减持
NVDA
NVIDIA CORPORATION
+$6.7M
51,010
-1%
增持
KR
KROGER CO
+$6.5M
142,604
+1161%
减持
—
MEDTRONIC PLC
-$6.2M
87,648
-49%
增持
ACWI
ISHARES TR
+$6.2M
811,146
+2%
增持
CRM
SALESFORCE INC
+$6.1M
76,799
+10%
增持
SGOV
ISHARES TR
+$6.1M
281,784
+27%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.9M
1,858,853
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$5.8M
135,214
+775%
增持
WPC
WP CAREY INC
+$5.8M
79,700
+1427%
增持
TSLA
TESLA INC
+$5.7M
57,155
+15%
减持
KMB
KIMBERLY-CLARK CORP
-$5.7M
7,814
-84%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$5.7M
173,004
+1914%
增持
ZTS
ZOETIS INC
+$5.6M
73,175
+63%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$5.5M
118,397
增持
DLR
DIGITAL RLTY TR INC
+$5.4M
58,275
+1939%
增持
GOOG
ALPHABET INC
+$5.3M
227,244
+10%
增持
PANW
PALO ALTO NETWORKS INC
+$5.3M
61,589
+23%
增持
DFAS
DIMENSIONAL ETF TRUST
+$5.3M
436,100
+26%
增持
PFE
PFIZER INC
+$5.3M
268,283
+142%
减持
MCD
MCDONALDS CORP
-$5.2M
16,760
-55%
增持
TLH
ISHARES TR
+$4.8M
334,136
+8%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$4.5M
186,686
增持
DUK
DUKE ENERGY CORP NEW
+$4.4M
60,079
+359%
增持
IJR
ISHARES TR
+$4.4M
644,387
+5%
减持
DFUS
DIMENSIONAL ETF TRUST
+$3.9M
1,641,283
-1%
增持
NOW
SERVICENOW INC
+$3.6M
31,017
+11%
减持
QQQ
INVESCO QQQ TR
+$3.6M
66,777
-0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.5M
561,672
+17%
增持
GLW
CORNING INC
+$3.5M
264,731
+44%
减持
INTC
INTEL CORP
-$3.4M
64,551
-69%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$3.3M
155,731
减持
APD
AIR PRODS & CHEMS INC
-$3.3M
25,117
-26%
增持
META
META PLATFORMS INC
+$3.3M
31,188
+13%
清仓
—
LIBERTY MEDIA CORP DEL
-$3.2M
0
-100%
增持
FMB
FIRST TR EXCH TRADED FD III
+$3.2M
753,610
+7%
清仓
FLMI
FRANKLIN TEMPLETON ETF TR
-$3.0M
0
-100%
增持
ECL
ECOLAB INC
+$2.9M
73,343
+16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
160,692
+6%
减持
SHAG
WISDOMTREE TR
-$2.6M
6,222
-90%
增持
GOOGL
ALPHABET INC
+$2.5M
117,287
+8%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$2.5M
1,157,169
+5%
增持
GOVT
ISHARES TR
+$2.5M
1,101,507
+8%
建仓
ARHS
ARHAUS INC
+$2.4M
288,731
增持
SPY
SPDR S&P 500 ETF TR
+$2.4M
45,046
+7%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.4M
283,871
+8%
增持
IEMG
ISHARES INC
+$2.3M
367,153
+10%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$2.3M
634,776
-7%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.2M
38,726
+27%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.1M
655,981
+11%
减持
VTV
VANGUARD INDEX FDS
-$2.1M
406,503
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.1M
53,713
+60%
减持
XLRE
SELECT SECTOR SPDR TR
-$2.0M
88,414
-39%
增持
COST
COSTCO WHSL CORP NEW
+$2.0M
26,096
+9%
增持
CSCO
CISCO SYS INC
+$2.0M
357,095
+2%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$1.9M
60,864
-40%
减持
IVV
ISHARES TR
+$1.9M
91,360
-2%
减持
TELFY
TELEFONICA S A
-$1.9M
18,755
-97%
建仓
—
LINDE PLC
+$1.9M
5,292
建仓
DFIS
DIMENSIONAL ETF TRUST
+$1.8M
80,354
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.8M
350,326
+10%
减持
LDUR
PIMCO ETF TR
-$1.8M
162,648
-11%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.8M
174,771
+1%
增持
WMT
WALMART INC
+$1.7M
123,577
+6%
增持
—
ACTIVISION BLIZZARD INC
+$1.7M
100,512
+12%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.7M
85,336
-19%
减持
DFAI
DIMENSIONAL ETF TRUST
+$1.7M
1,143,036
-2%
减持
SPGM
SPDR INDEX SHS FDS
+$1.7M
1,234,695
-4%
增持
PCAR
PACCAR INC
-$1.7M
105,036
+11%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.7M
369,472
-9%
减持
BWA
BORGWARNER INC
+$1.6M
242,781
-5%
增持
PYPL
PAYPAL HLDGS INC
+$1.6M
118,630
+14%
清仓
—
LINDE PLC
-$1.6M
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES N
+$1.6M
119,983
+3%
增持
BX
BLACKSTONE INC
+$1.6M
92,568
+5%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.5M
68,371
-2%
增持
—
PIONEER NAT RES CO
+$1.5M
40,754
+37%
建仓
PFEB
INNOVATOR ETFS TR
+$1.5M
51,616
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.4M
37,421
+8%
建仓
NCNO
NCINO INC
+$1.4M
56,469
减持
DVY
ISHARES TR
-$1.3M
43,869
-18%
建仓
LOB
LIVE OAK BANCSHARES INC
+$1.2M
51,010
增持
EIX
EDISON INTL
+$1.2M
142,581
+2%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
52,639
-0%
建仓
PAPR
INNOVATOR ETFS TR
+$1.1M
36,398
建仓
DFEV
DIMENSIONAL ETF TRUST
+$1.1M
45,721
建仓
DEHP
DIMENSIONAL ETF TRUST
+$1.1M
45,232
增持
MUNI
PIMCO ETF TR
+$1.0M
39,988
+97%
清仓
NOBL
PROSHARES TR
-$1.0M
0
-100%
减持
SPYM
SPDR SER TR
+$1.0M
375,786
-1%
减持
DFNM
DIMENSIONAL ETF TRUST
-$1.0M
1,319,588
-3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.0M
647,105
-6%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$932.7K
64,923
+11%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$926.9K
42,860
+214%
减持
SCHX
SCHWAB STRATEGIC TR
+$912.5K
1,114,942
-5%
增持
BKNG
BOOKING HOLDINGS INC
+$910.0K
676
+54%
增持
SCHF
SCHWAB STRATEGIC TR
+$897.0K
51,864
+84%
减持
FITB
FIFTH THIRD BANCORP
-$885.5K
13,753
-64%
增持
IVW
ISHARES TR
+$878.2K
162,394
+0%
增持
PEP
PEPSICO INC
+$861.7K
101,504
+4%
增持
—
LABORATORY CORP AMER HLDGS
+$860.8K
52,937
+10%
增持
JPM
JPMORGAN CHASE & CO
+$844.0K
233,633
+6%
建仓
AVY
AVERY DENNISON CORP
+$842.6K
4,709
增持
UPS
UNITED PARCEL SERVICE INC
+$833.5K
36,373
+2%
增持
VLO
VALERO ENERGY CORP
+$824.8K
13,453
+62%
减持
CWI
SPDR INDEX SHS FDS
-$819.4K
748,540
-10%
建仓
PMAR
INNOVATOR ETFS TR
+$799.4K
24,849
增持
—
EXXON MOBIL CORP
+$786.8K
185,762
+5%
增持
—
UNILEVER PLC
+$781.1K
206,744
+5%
减持
VHT
VANGUARD WORLD FDS
-$778.9K
17,694
-12%
清仓
—
CANADIAN PAC RY LTD
-$776.0K
0
-100%
减持
IWB
ISHARES TR
+$775.2K
69,012
-2%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$739.8K
1,831
-70%
建仓
AA
ALCOA CORP
+$696.7K
16,371
减持
DFUV
DIMENSIONAL ETF TRUST
-$696.3K
316,959
-6%
增持
PGR
PROGRESSIVE CORP
+$689.6K
48,912
+1%
清仓
SPIB
SPDR SER TR
-$689.4K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$687.5K
13,671
+1%
增持
—
LAM RESEARCH CORP
+$673.3K
4,873
+7%
减持
PG
PROCTER AND GAMBLE CO
-$663.2K
60,227
-5%
增持
V
VISA INC
+$662.9K
29,589
+2%
